Tenant Data Export and Migration Specification (Comprehensive)

Document ID: CODITECT-BIO-EXPORT-002 Version: 2.0.0 Effective Date: 2026-02-16 Classification: Internal - Confidential Owner: Chief Technology Officer (CTO) / Data Protection Officer (DPO)

Executive Summary

This document extends the base tenant data export specification (CODITECT-BIO-TDEM-001) with comprehensive coverage of:

Large-Scale Export Handling: Streaming exports for tenants with >1M records using JSON Lines format
GDPR Article 20 Detailed Compliance: Machine-readable data portability with JSON-LD semantic tagging
M&A Migration Workflows: Multi-phase tenant-to-tenant migration with incremental delta sync and <4-hour cutover
Advanced Integrity Verification: SHA-256 checksums, relationship integrity, attachment completeness, signature verification
Operational Excellence: Background processing, resume capability, progress notifications, monitoring dashboards

Key Enhancements Over Base Specification:

Streaming Export: JSON Lines (.jsonl) for memory-efficient processing of 10M+ record tenants
Checkpoint Resume: Export jobs resume from last checkpoint after failures (network, timeout, OOM)
Incremental Migration: Delta sync reduces cutover window from 4 hours to 30 minutes
Integrity Guarantees: Zero tolerance for data loss (<0.01% record loss threshold triggers automatic rollback)
GDPR Automation: Self-service personal data export responding to Article 15+20 requests in <24 hours

Compliance Mapping:

GDPR Article 20: Right to data portability in structured, commonly used, machine-readable format
GDPR Article 15: Right of access to personal data
FDA 21 CFR Part 11 §11.10(c): Protection of records to enable accurate and ready retrieval
HIPAA §164.524: Individual right of access to PHI within 30 days

Export Format Specifications
Data Completeness Guarantees
GDPR Article 20 Data Portability
Tenant-to-Tenant Migration (M&A Scenarios)
Export Integrity Verification
Large-Scale Export Handling
Operational Procedures
Security and Compliance
Monitoring and Alerting

1. Export Format Specifications

1.1 JSON Export (Full-Fidelity)

Purpose: Complete tenant data export with all relationships, metadata, and audit history preserved.

Format: JSON Lines (.jsonl) for streaming large datasets, single JSON (.json) for <10K records.

Schema Structure:

{
  "export_metadata": {
    "export_id": "exp_3kj2h5k234jh5k",
    "tenant_id": "org_k3jh5k2j3h45k",
    "tenant_name": "Acme Pharmaceuticals Inc.",
    "export_type": "full",
    "export_initiated_at": "2026-02-16T14:32:18.234Z",
    "export_completed_at": "2026-02-16T14:45:22.891Z",
    "export_requested_by": "user_admin@acmepharma.com",
    "platform_version": "1.2.0",
    "schema_version": "1.0.0",
    "total_records": 152847,
    "total_attachments": 3241,
    "total_size_bytes": 4823947234,
    "encryption_key_id": "kek_tenant_acme_20260216",
    "checksum_algorithm": "SHA-256",
    "manifest_checksum": "a3f5b8c2d9e1f4a7b6c3d8e2f5a9b7c4d1e8f2a6b9c5d3e7f1a4b8c2d9e6f3a1"
  },
  "tenant_configuration": {
    "subscription_tier": "enterprise",
    "regulatory_profiles": ["FDA_PART_11", "HIPAA", "SOC2"],
    "features_enabled": ["electronic_signatures", "audit_trail", "workflow_automation"],
    "custom_fields": [...],
    "workflow_definitions": [...],
    "document_types": [...]
  },
  "users": [...],
  "groups": [...],
  "roles": [...],
  "documents": [...],
  "electronic_signatures": [...],
  "audit_trail": [...],
  "attachments": [...],
  "workflows": [...],
  "notifications": [...]
}

Document Record Schema:

{
  "id": "doc_abc123",
  "tenant_id": "org_k3jh5k2j3h45k",
  "document_number": "SOP-001-2026",
  "title": "Standard Operating Procedure - Equipment Validation",
  "document_type": "sop",
  "version": "3.2.1",
  "status": "approved",
  "created_at": "2026-01-15T09:23:45.123Z",
  "created_by_user_id": "user_123",
  "created_by_email": "john.doe@acmepharma.com",
  "modified_at": "2026-02-10T14:12:33.456Z",
  "modified_by_user_id": "user_456",
  "approved_at": "2026-02-11T08:45:12.789Z",
  "approved_by_user_id": "user_789",
  "content_checksum_sha256": "b4f7c9d3e1a5b8c2d9e6f3a7b1c4d8e2f5a9b6c3d7e1f4a8b2c9d6e3f7a1b5c8",
  "attachments": ["att_001", "att_002"],
  "signatures": ["sig_001", "sig_002", "sig_003"],
  "audit_trail_ids": ["audit_001", "audit_002", "audit_003"],
  "relationships": {
    "supersedes": "doc_xyz789",
    "related_documents": ["doc_def456", "doc_ghi789"]
  },
  "metadata": {
    "department": "Quality Assurance",
    "effective_date": "2026-02-15",
    "review_cycle_months": 12,
    "next_review_date": "2027-02-15",
    "classification": "controlled",
    "retention_years": 7
  }
}

Electronic Signature Record Schema:

{
  "id": "sig_001",
  "tenant_id": "org_k3jh5k2j3h45k",
  "document_id": "doc_abc123",
  "document_version": "3.2.1",
  "signer_user_id": "user_789",
  "signer_email": "jane.smith@acmepharma.com",
  "signer_full_name": "Jane Smith, PhD",
  "signature_meaning": "approved",
  "signed_at": "2026-02-11T08:45:12.789Z",
  "signature_algorithm": "ECDSA_P256_SHA256",
  "signature_value_base64": "MEUCIQDf8sY2...",
  "certificate_pem": "-----BEGIN CERTIFICATE-----\n...",
  "certificate_serial_number": "3A:4F:8B:2C:...",
  "certificate_subject": "CN=Jane Smith,OU=Quality Assurance,O=Acme Pharma,C=US",
  "certificate_issuer": "CN=CODITECT BIO-QMS CA,O=AZ1.AI Inc,C=US",
  "certificate_not_before": "2025-01-01T00:00:00Z",
  "certificate_not_after": "2028-01-01T00:00:00Z",
  "timestamp_authority": "tsa.coditect.ai",
  "timestamp_value": "2026-02-11T08:45:13.234Z",
  "timestamp_signature_base64": "MIIBrDCC...",
  "reason": "Document meets regulatory requirements and QA standards",
  "ip_address": "10.24.5.123",
  "user_agent": "Mozilla/5.0 (Macintosh; Intel Mac OS X 10_15_7)...",
  "two_factor_method": "totp",
  "password_verified": true,
  "biometric_verified": false,
  "audit_trail_id": "audit_sig_001"
}

1.2 CSV Export (Flat Tables)

Purpose: Spreadsheet-compatible format for analysis and reporting.

Format: One CSV file per entity type, UTF-8 encoding, comma-delimited, RFC 4180 compliant.

File Structure:

tenant_export_org_k3jh5k2j3h45k_20260216/
├── manifest.json
├── documents.csv
├── electronic_signatures.csv
├── audit_trail.csv
├── users.csv
├── groups.csv
├── roles.csv
├── attachments.csv (metadata only, binaries separate)
├── workflows.csv
├── notifications.csv
└── checksums.txt

Example: documents.csv

id,tenant_id,document_number,title,document_type,version,status,created_at,created_by_email,approved_at,approved_by_email,content_checksum_sha256,attachment_ids,signature_ids
doc_abc123,org_k3jh5k2j3h45k,SOP-001-2026,"Standard Operating Procedure - Equipment Validation",sop,3.2.1,approved,2026-01-15T09:23:45.123Z,john.doe@acmepharma.com,2026-02-11T08:45:12.789Z,jane.smith@acmepharma.com,b4f7c9d3e1a5b8c2d9e6f3a7b1c4d8e2f5a9b6c3d7e1f4a8b2c9d6e3f7a1b5c8,"att_001,att_002","sig_001,sig_002,sig_003"

1.3 XML Export (Structured with XSD)

Purpose: Industry-standard structured format with schema validation for regulatory submissions.

Format: XML 1.0, UTF-8, with XSD schema validation.

Root Structure:

<?xml version="1.0" encoding="UTF-8"?>
<TenantExport xmlns="https://coditect.ai/schemas/bio-qms/export/v1"
              xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
              xsi:schemaLocation="https://coditect.ai/schemas/bio-qms/export/v1 tenant-export-schema-v1.0.xsd">

  <ExportMetadata>
    <ExportID>exp_3kj2h5k234jh5k</ExportID>
    <TenantID>org_k3jh5k2j3h45k</TenantID>
    <TenantName>Acme Pharmaceuticals Inc.</TenantName>
    <ExportType>full</ExportType>
    <ExportInitiatedAt>2026-02-16T14:32:18.234Z</ExportInitiatedAt>
    <ExportCompletedAt>2026-02-16T14:45:22.891Z</ExportCompletedAt>
    <PlatformVersion>1.2.0</PlatformVersion>
    <SchemaVersion>1.0.0</SchemaVersion>
    <TotalRecords>152847</TotalRecords>
    <ManifestChecksum algorithm="SHA-256">a3f5b8c2d9e1f4a7b6c3d8e2f5a9b7c4d1e8f2a6b9c5d3e7f1a4b8c2d9e6f3a1</ManifestChecksum>
  </ExportMetadata>

  <Documents>
    <Document id="doc_abc123">
      <DocumentNumber>SOP-001-2026</DocumentNumber>
      <Title>Standard Operating Procedure - Equipment Validation</Title>
      <DocumentType>sop</DocumentType>
      <Version>3.2.1</Version>
      <Status>approved</Status>
      <CreatedAt>2026-01-15T09:23:45.123Z</CreatedAt>
      <CreatedBy email="john.doe@acmepharma.com">user_123</CreatedBy>
      <ApprovedAt>2026-02-11T08:45:12.789Z</ApprovedAt>
      <ApprovedBy email="jane.smith@acmepharma.com">user_789</ApprovedBy>
      <ContentChecksum algorithm="SHA-256">b4f7c9d3e1a5b8c2d9e6f3a7b1c4d8e2f5a9b6c3d7e1f4a8b2c9d6e3f7a1b5c8</ContentChecksum>
      <Attachments>
        <Attachment ref="att_001"/>
        <Attachment ref="att_002"/>
      </Attachments>
      <Signatures>
        <Signature ref="sig_001"/>
        <Signature ref="sig_002"/>
        <Signature ref="sig_003"/>
      </Signatures>
    </Document>
  </Documents>

</TenantExport>

1.4 PDF Export (Human-Readable)

Purpose: Regulatory-compliant human-readable export for archival and audits.

Format: PDF/A-2b (ISO 19005-2) for long-term archival compliance.

Structure:

Title Page: Tenant name, export date, document ID, certification statement
Table of Contents: Hyperlinked to sections
Export Metadata: Export ID, date range, record counts, checksum
Tenant Configuration: Subscription, regulatory profiles, features
User Directory: All users with roles and permissions
Document Inventory: Table with document number, title, status, approval date
Document Details: One page per document with full metadata, signature details, audit history
Electronic Signatures: Certificate details, signature meaning, timestamp
Audit Trail: Chronological log of all tenant activities
Attachment Inventory: List of attachments with checksums (binaries not included in PDF)
Certification Page: Digital signature from DPO attesting to export completeness

2. Data Completeness Guarantees

2.1 Complete Data Inventory Per Tenant

10-Entity Export Coverage:

Entity Type	Description	Relationships	Export Format
Documents	All QMS documents (SOPs, protocols, reports, forms)	Attachments, Signatures, Audit Trail, Workflows	JSON, CSV, XML, PDF
Electronic Signatures	FDA Part 11 compliant signatures with certificates	Documents, Users, Audit Trail	JSON, CSV, XML, PDF
Audit Trail	Complete activity log (HIPAA §164.312(b))	All entities	JSON, CSV, XML, PDF
Users	User accounts, profiles, authentication history	Groups, Roles, Documents, Signatures	JSON, CSV, XML
Groups	User groups for access control	Users, Roles, Permissions	JSON, CSV, XML
Roles	RBAC roles with permission sets	Users, Groups, Permissions	JSON, CSV, XML
Attachments	Binary files (PDFs, images, spreadsheets)	Documents, Audit Trail	JSON (metadata), Binary Files
Workflows	XState workflow definitions and execution history	Documents, Users, Audit Trail	JSON, CSV, XML
Notifications	System notifications and alerts	Users, Documents, Workflows	JSON, CSV
Configurations	Tenant settings, custom fields, document types	All entities	JSON, XML

2.2 Attachment Export (Binary Files with Metadata)

Directory Structure:

export_org_k3jh5k2j3h45k_20260216/
├── attachments/
│   ├── 2026/
│   │   ├── 01/
│   │   │   ├── att_001.pdf (original filename preserved)
│   │   │   └── att_001.json (metadata sidecar)
│   │   └── 02/
│   │       ├── att_002.xlsx
│   │       └── att_002.json
│   └── checksums.txt (SHA-256 for all files)
└── attachments_manifest.json

Attachment Metadata Sidecar (att_001.json):

{
  "id": "att_001",
  "tenant_id": "org_k3jh5k2j3h45k",
  "document_id": "doc_abc123",
  "original_filename": "equipment-calibration-photos.pdf",
  "content_type": "application/pdf",
  "size_bytes": 2847392,
  "checksum_sha256": "c8f2e9a1b3d4c7e6f9a2b5c8d1e4f7a9b3c6d9e2f5a8b1c4d7e9f2a5b8c1d4e7",
  "uploaded_at": "2026-01-20T11:45:23Z",
  "uploaded_by_user_id": "user_123",
  "uploaded_by_email": "john.doe@acmepharma.com",
  "virus_scan_status": "clean",
  "virus_scan_timestamp": "2026-01-20T11:45:45Z",
  "export_path": "attachments/2026/01/att_001.pdf"
}

GDPR Article 20 - Right to Data Portability:

The data subject shall have the right to receive the personal data concerning him or her, which he or she has provided to a controller, in a structured, commonly used and machine-readable format and have the right to transmit those data to another controller without hindrance.

Compliance Implementation:

GDPR Requirement	BIO-QMS Implementation	Evidence
Structured format	JSON with documented schema	`tenant-export-schema-v1.0.json`
Commonly used format	JSON, CSV, XML (industry standards)	RFC 8259, RFC 4180, W3C XML
Machine-readable	JSON-LD with schema.org vocabulary	Parsable by standard libraries
Without hindrance	Self-service export UI, API endpoint	<30-day SLA, zero fees
Transmit to another controller	Portable format with import guide	`IMPORT-GUIDE.md` included

3.2 Machine-Readable Format (JSON-LD with schema.org)

JSON-LD Context for Semantic Portability:

{
  "@context": {
    "@vocab": "https://schema.org/",
    "coditect": "https://coditect.ai/schemas/bio-qms/v1#",
    "gdpr": "https://w3c.github.io/dpv/dpv-gdpr#"
  },
  "@type": "Dataset",
  "name": "Tenant Data Export - Acme Pharmaceuticals Inc.",
  "description": "Complete tenant data export for GDPR Article 20 data portability",
  "dateCreated": "2026-02-16T14:32:18.234Z",
  "creator": {
    "@type": "Organization",
    "name": "CODITECT BIO-QMS Platform",
    "url": "https://bio-qms.coditect.ai"
  },
  "tenant": {
    "@type": "Organization",
    "@id": "org:org_k3jh5k2j3h45k",
    "name": "Acme Pharmaceuticals Inc.",
    "legalName": "Acme Pharmaceuticals Incorporated",
    "url": "https://acmepharma.com"
  },
  "dataSubjects": [
    {
      "@type": "Person",
      "@id": "user:user_456",
      "email": "mary.jones@acmepharma.com",
      "name": "Mary Jones",
      "jobTitle": "Senior QA Specialist",
      "worksFor": {"@id": "org:org_k3jh5k2j3h45k"},
      "gdpr:personalData": {
        "gdpr:dataCategory": "user_profile",
        "gdpr:legalBasis": "contract",
        "gdpr:processingPurpose": "quality_management_system_access",
        "gdpr:retentionPeriod": "P7Y"
      }
    }
  ],
  "distribution": [
    {
      "@type": "DataDownload",
      "encodingFormat": "application/json",
      "contentUrl": "tenant_export_org_k3jh5k2j3h45k_20260216.json",
      "contentSize": "4823947234 bytes",
      "sha256": "a3f5b8c2d9e1f4a7b6c3d8e2f5a9b7c4d1e8f2a6b9c5d3e7f1a4b8c2d9e6f3a1"
    }
  ],
  "license": "https://creativecommons.org/licenses/by/4.0/",
  "isAccessibleForFree": true,
  "gdpr:dataPortability": {
    "gdpr:portabilityFormat": "JSON-LD",
    "gdpr:portabilityCompliance": "GDPR Article 20",
    "gdpr:importGuide": "IMPORT-GUIDE.md"
  }
}

3.3 Automated Export on Data Subject Request

GDPR Article 15 + 20 Combined Request:

Timeline:

Day 0: Request received, identity verification initiated
Day 1-2: Identity verified, export generated
Day 2: Secure download link emailed
Day 7: Reminder if not downloaded
Day 21: Link expires, can re-request

Export Contents (Personal Data Only):

personal_data_export_user_456_20260216/
├── GDPR-ARTICLE-15-RESPONSE.md (human-readable summary)
├── GDPR-ARTICLE-20-DATA.json (machine-readable)
├── user_profile.json
├── documents_authored.csv
├── signatures.csv
├── audit_trail_personal.csv (only records where user is actor or subject)
├── permissions_history.json
├── attachments/ (only files uploaded by user)
└── checksums.txt

4. Tenant-to-Tenant Migration (M&A Scenarios)

4.1 M&A Migration Use Cases

Scenario 1: Company Acquisition

Acquired company (TenantA) merges into parent (TenantB)
All TenantA data accessible in TenantB
TenantA users become TenantB users
TenantA audit trail preserved
TenantA encryption keys retained for signature verification

Scenario 2: Spin-Off / Divestiture

Division spun off from parent (TenantA subset → new TenantC)
Partial data migration (specific departments/products only)
User subset migrated
Audit trail filtered to migrated data
Signatures remain verifiable

4.2 Incremental Migration Support (Delta Sync)

Migration Phases:

Phase 1: Initial Bulk Migration (T-7 days)

Export all source data as of T-7
Import into target tenant
Source tenant remains active (users continue working)
Duration: ~4 hours for typical tenant

Phase 2: Delta Sync #1 (T-3 days)

Export only changes since T-7 (incremental)
Import deltas into target
Source still active
Duration: ~1 hour

Phase 3: Delta Sync #2 (T-6 hours, start of cutover window)

Export changes since T-3
Import deltas
Source set to read-only mode (no new changes)
Duration: ~30 minutes

Phase 4: Final Delta Sync (T-0, cutover)

Export final changes since T-6h
Import final deltas
Verify integrity (row counts, checksums)
Switch users from source to target
Duration: ~15 minutes
Total downtime: ~30 minutes (final sync + verification + switchover)

Incremental Export Query:

-- Export documents modified since last sync
SELECT *
FROM documents
WHERE tenant_id = 'org_source123'
  AND (
    modified_at > '2026-02-09T02:00:00Z'  -- last sync timestamp
    OR created_at > '2026-02-09T02:00:00Z'
  )
ORDER BY modified_at ASC;

4.3 Cutover Procedure with Minimal Downtime

Cutover Checklist:

T-7 Days: Pre-Cutover

T-0: Switchover

DNS updated
Load balancer updated
Users redirected to target tenant
Source tenant remains read-only for 7 days (safety net)

T+1 Hour: Post-Cutover Monitoring

User login success rate ≥95%
No signature verification failures
No audit trail gaps
Performance metrics normal

5. Export Integrity Verification

5.1 Row Count Verification Per Entity

Verification Matrix:

Entity	Source Count	Export Count	Target Count	Status
Users	247	247	247	✅ PASS
Documents	12,847	12,847	12,847	✅ PASS
Signatures	34,521	34,521	34,521	✅ PASS
Audit Trail	1,247,389	1,247,389	1,247,389	✅ PASS
Attachments	3,241	3,241	3,241	✅ PASS

5.2 SHA-256 Hash Verification Per Exported File

Checksum Manifest (checksums.txt):

SHA256 (tenant_export.json) = a3f5b8c2d9e1f4a7b6c3d8e2f5a9b7c4d1e8f2a6b9c5d3e7f1a4b8c2d9e6f3a1
SHA256 (documents.csv) = b4f7c9d3e1a5b8c2d9e6f3a7b1c4d8e2f5a9b6c3d7e1f4a8b2c9d6e3f7a1b5c8
SHA256 (electronic_signatures.csv) = c8f2e9a1b3d4c7e6f9a2b5c8d1e4f7a9b3c6d9e2f5a8b1c4d7e9f2a5b8c1d4e7
SHA256 (audit_trail.csv) = d1e4f7a9b3c6d9e2f5a8b1c4d7e9f2a5b8c1d4e7f9a2b5c8d1e4f7a9b3c6d9e2
SHA256 (attachments/2026/01/att_001.pdf) = e2f5a8b1c4d7e9f2a5b8c1d4e7f9a2b5c8d1e4f7a9b3c6d9e2f5a8b1c4d7e9f2

Verification:

cd export_org_k3jh5k2j3h45k_20260216/
sha256sum -c checksums.txt
# Output: All files OK

5.3 Relationship Integrity Check

Foreign Key Validation:

Source Entity	Foreign Key Field	Target Entity	Validation Rule
Document	`created_by_user_id`	User	User with ID must exist
Document	`attachments[]`	Attachment	All attachment IDs must exist
Signature	`document_id`	Document	Document with ID must exist
Audit Trail	`actor_user_id`	User	User with ID must exist

6. Large-Scale Export Handling

6.1 Streaming Export for Large Tenants (>1M Records)

Challenge: Tenants with >1M audit trail records, >100K documents cannot fit in memory.

Solution: JSON Lines (.jsonl) streaming format with chunked file generation.

JSON Lines Format:

{"export_metadata": {...}}
{"entity_type": "user", "id": "user_001", "email": "user1@example.com", ...}
{"entity_type": "user", "id": "user_002", "email": "user2@example.com", ...}
{"entity_type": "document", "id": "doc_001", "title": "SOP-001", ...}
{"entity_type": "document", "id": "doc_002", "title": "SOP-002", ...}

Streaming Export Implementation:

def streaming_export(tenant_id: str, output_path: str):
    """Stream export large tenant without loading all data into memory."""

    with open(output_path, "w") as out:
        # Write metadata
        metadata = generate_export_metadata(tenant_id)
        out.write(json.dumps({"export_metadata": metadata}) + "\n")

        # Stream documents (batch query)
        offset = 0
        batch_size = 1000
        while True:
            docs = db.query(
                "SELECT * FROM documents WHERE tenant_id = ? ORDER BY id LIMIT ? OFFSET ?",
                tenant_id, batch_size, offset
            )
            if not docs:
                break

            for doc in docs:
                out.write(json.dumps({"entity_type": "document", **doc}) + "\n")

            offset += batch_size
            print(f"Exported {offset} documents...")

        # Stream audit trail (potentially huge)
        offset = 0
        while True:
            audits = db.query(
                "SELECT * FROM audit_trail WHERE tenant_id = ? ORDER BY timestamp LIMIT ? OFFSET ?",
                tenant_id, batch_size, offset
            )
            if not audits:
                break

            for audit in audits:
                out.write(json.dumps({"entity_type": "audit", **audit}) + "\n")

            offset += batch_size
            if offset % 100000 == 0:
                print(f"Exported {offset} audit records...")

6.2 Chunked Export with Resume Capability

Checkpoint File:

{
  "export_id": "exp_abc123",
  "tenant_id": "org_k3jh5k2j3h45k",
  "started_at": "2026-02-16T14:00:00Z",
  "last_checkpoint_at": "2026-02-16T14:23:45Z",
  "status": "in_progress",
  "completed_entities": ["users", "groups", "roles"],
  "in_progress_entity": "documents",
  "in_progress_offset": 45000,
  "pending_entities": ["signatures", "audit_trail", "attachments"],
  "total_records_exported": 45247,
  "estimated_completion": "2026-02-16T15:30:00Z"
}

Resumable Export:

def resumable_export(tenant_id: str, export_id: str = None):
    """Export with checkpoint resume capability."""

    if export_id:
        # Resume from checkpoint
        checkpoint = load_checkpoint(export_id)
        print(f"Resuming export {export_id} from {checkpoint['in_progress_entity']} offset {checkpoint['in_progress_offset']}")
    else:
        # New export
        export_id = generate_export_id()
        checkpoint = {
            "export_id": export_id,
            "tenant_id": tenant_id,
            "started_at": datetime.now().isoformat(),
            "completed_entities": [],
            "pending_entities": ["users", "groups", "roles", "documents", "signatures", "audit_trail", "attachments"]
        }

    try:
        # Export entities in order
        for entity in checkpoint["pending_entities"]:
            offset = checkpoint.get("in_progress_offset", 0) if checkpoint.get("in_progress_entity") == entity else 0

            while True:
                records = fetch_entity_batch(tenant_id, entity, offset, batch_size=1000)
                if not records:
                    break

                write_records_to_export(export_id, entity, records)
                offset += len(records)

                # Update checkpoint every 10K records
                if offset % 10000 == 0:
                    checkpoint["in_progress_entity"] = entity
                    checkpoint["in_progress_offset"] = offset
                    checkpoint["last_checkpoint_at"] = datetime.now().isoformat()
                    save_checkpoint(checkpoint)

            # Entity complete
            checkpoint["completed_entities"].append(entity)
            checkpoint["pending_entities"].remove(entity)
            checkpoint["in_progress_entity"] = None
            checkpoint["in_progress_offset"] = 0
            save_checkpoint(checkpoint)

        # Export complete
        checkpoint["status"] = "completed"
        checkpoint["completed_at"] = datetime.now().isoformat()
        save_checkpoint(checkpoint)

        return {"status": "success", "export_id": export_id}

    except Exception as e:
        # Save checkpoint on failure
        checkpoint["status"] = "failed"
        checkpoint["error"] = str(e)
        checkpoint["failed_at"] = datetime.now().isoformat()
        save_checkpoint(checkpoint)

        return {"status": "failed", "export_id": export_id, "resume_command": f"resume_export('{export_id}')"}

6.3 Background Processing with Progress Notifications

Celery Task:

from celery import Celery, Task

app = Celery('bio_qms_exports', broker='redis://localhost:6379/0')

@app.task(bind=True)
def export_tenant_data(self, tenant_id: str, user_id: str, export_type: str, formats: list):
    """Background task for tenant data export."""

    try:
        # Update progress: 0%
        self.update_state(state='PROGRESS', meta={'progress': 0, 'status': 'Initializing export...'})

        export_id = generate_export_id()

        # Export each entity with progress updates
        entities = ["users", "groups", "roles", "documents", "signatures", "audit_trail", "attachments"]
        total_entities = len(entities)

        for i, entity in enumerate(entities):
            progress = int((i / total_entities) * 100)
            self.update_state(state='PROGRESS', meta={'progress': progress, 'status': f'Exporting {entity}...'})

            export_entity(tenant_id, export_id, entity)

        # Generate export files
        self.update_state(state='PROGRESS', meta={'progress': 90, 'status': 'Generating export files...'})

        export_files = {}
        if "json" in formats:
            export_files["json"] = generate_json_export(export_id)
        if "csv" in formats:
            export_files["csv"] = generate_csv_export(export_id)

        # Compress and upload
        self.update_state(state='PROGRESS', meta={'progress': 95, 'status': 'Compressing export...'})

        archive_path = create_tar_gz(export_id, export_files)
        download_url = upload_to_gcs(archive_path, tenant_id, export_id)

        return {
            "export_id": export_id,
            "download_url": download_url,
            "expires_at": (datetime.now() + timedelta(days=7)).isoformat(),
            "size_bytes": os.path.getsize(archive_path)
        }

    except Exception as e:
        raise self.retry(exc=e, countdown=60 * (2 ** self.request.retries))

6.4 Compressed Archive Generation

Archive Structure:

export_org_k3jh5k2j3h45k_20260216.tar.gz
├── README.md
├── IMPORT-GUIDE.md
├── manifest.json
├── checksums.txt
├── tenant_export.json
├── documents.csv
├── electronic_signatures.csv
├── audit_trail.csv
├── users.csv
├── attachments/
│   └── 2026/01/att_001.pdf
└── tenant_export.xml

7. Operational Procedures

7.1 Export Request Workflow

User navigates to Settings > Data Export
User selects export type (full, personal data, date range)
User selects formats (JSON, CSV, XML, PDF)
System displays size estimation and completion time
User clicks "Request Export"
Background worker processes export
User receives email when complete
User downloads via secure link (7-day expiration)

7.2 Migration Coordination (M&A)

Pre-Migration (T-30 days):

Legal due diligence complete
Migration assessment run
Compatibility issues resolved
Cutover window scheduled

Migration Execution (T-7 to T+0):

T-7: Initial bulk migration
T-3: Delta sync #1
T-6h: Delta sync #2, source read-only
T-30min: Final delta sync
T-0: DNS cutover

8. Security and Compliance

8.1 Export Access Controls

RBAC Permissions:

Role	Permission	Scope
Tenant Admin	`export:full_tenant`	All tenant data
User	`export:personal_data_self`	Own personal data only
System	`export:migration`	Migration exports only

8.2 Export Encryption

Encryption Options:

Option	Use Case	Method
Tenant KEK	Standard export	AES-256-GCM with tenant KEK
Password	GDPR export	AES-256-GCM with password-derived key
PGP	External transfer	PGP with recipient public key

9. Monitoring and Alerting

9.1 Export Health Metrics

CloudWatch Metrics:

Metric	Threshold	Alert
`export_duration_minutes`	>60 minutes	Investigate slow export
`export_failure_rate`	>5%	Check background worker health
`export_checksum_failure_rate`	>0%	Critical: data integrity issue
`export_queue_depth`	>100 jobs	Scale background workers

Appendices

Appendix A: Export API Reference

POST /api/v1/tenants/{tenant_id}/exports
GET /api/v1/exports/{export_id}/status
GET /api/v1/exports/{export_id}/download
DELETE /api/v1/exports/{export_id}

Executive Summary​

Table of Contents​

1. Export Format Specifications​

1.1 JSON Export (Full-Fidelity)​

1.2 CSV Export (Flat Tables)​

1.3 XML Export (Structured with XSD)​

1.4 PDF Export (Human-Readable)​

2. Data Completeness Guarantees​

2.1 Complete Data Inventory Per Tenant​

2.2 Attachment Export (Binary Files with Metadata)​

3. GDPR Article 20 Data Portability​

3.1 GDPR Article 20 Requirements​

3.2 Machine-Readable Format (JSON-LD with schema.org)​

3.3 Automated Export on Data Subject Request​

4. Tenant-to-Tenant Migration (M&A Scenarios)​

4.1 M&A Migration Use Cases​

4.2 Incremental Migration Support (Delta Sync)​

4.3 Cutover Procedure with Minimal Downtime​

5. Export Integrity Verification​

5.1 Row Count Verification Per Entity​

5.2 SHA-256 Hash Verification Per Exported File​

5.3 Relationship Integrity Check​

6. Large-Scale Export Handling​

6.1 Streaming Export for Large Tenants (>1M Records)​

6.2 Chunked Export with Resume Capability​

6.3 Background Processing with Progress Notifications​

6.4 Compressed Archive Generation​

7. Operational Procedures​

7.1 Export Request Workflow​

7.2 Migration Coordination (M&A)​

8. Security and Compliance​

8.1 Export Access Controls​

8.2 Export Encryption​

9. Monitoring and Alerting​

9.1 Export Health Metrics​

Appendices​

Appendix A: Export API Reference​

Appendix B: GDPR Compliance Checklist​